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clubinski
Level: Powered On

Apply to Each Multiple Email

Good Morning All,

 

I am using one template from Flow to send a weekly report in HTML to the Sales manager for Open Opportunities.

 

After researching a bit I figured out how to get the Account Names into the Account column in the HTML table.

 

 

My issue now is I cannot insert the HTML table into the email without it being under the "Apply Each" action. I now get an email for every opportunity created (30 or so) Is there a way I can get the list of opportunities sent in 1 email ?

 

 

 

 

1 ACCEPTED SOLUTION

Accepted Solutions
Dual Super User
Dual Super User

Re: Apply to Each Multiple Email

Hey!

 

So here is how you can do it: 

 

1. Choose the trigger that you want to.

2. Select the action -> List records from Dynamics 365 -> select the opportunity entity here

3. Initialise an array variable (keep the value blank for now)

4. Select the action -> Apply to each control 

5. Select the "value" option from the dynamics inputs for the apply to each control

6. Within the loop select the action -> Get record -> select the account entity and for the item identifier, select the "Account" from the dynamic content of "List records action"

7. within the loop select the append to array variable action -> select the variable you initialised -> in the value type : 

{

"Account" : (select the account name from the dynamic content under get record list) ,

"Created On" : (select the created on option from the dynamic content under the list records list-- you will have to scroll down a lot for getting to this)

//Repeat the same for the other fields. This is JSON type so ensure you don't make any syntax errors especially the commas and colons.

}

8. Out of the loop -> Add a new action -> Create a HTML table and choose the array from the dynamic content to generate te table. 

9. Send email action. 

 

Thanks, 

 

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!


@clubinski wrote:

What can I then use to accomplish what i am looking to do?


@yashag2255 wrote:

I am afraid not. So, the opportunity entity does not have a field 'accountid' the account is referenced by the account GUID as you mentioned. So it will give an error as you are trying to access an object that does not exist. 


@clubinski wrote:

@yashag2255 wrote:

Perfect! Do you have any more concerns with the flow? BTW, I have worked with Dynamics too. If you can share what it is that you are working on, I might be able to help you with it. 

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

Thanks, 

 


Should this run completely and dump just he account names into html table and email me that?

 

 

I spoke with our CRM provider who stated that Account Name on the Opportunity Entity is a lookup field that uses the GUID and the logical name for it is ‘accountid’. I tried that and received this error when running the flow,

 

 

The execution of template action 'Create_HTML_table' failed. The column values could not be evaluated: 'The template language expression 'item()?['accountid']' cannot be evaluated because property 'accountid' cannot be selected. Property selection is not supported on values of type 'String'. Please see https://aka.ms/logicexpressions for usage details.'.


 


 

 

I wanted to have an HTML table that shows ;

Account

Created On

Topic

DocumentURL

Owner/ Created By

 

 

The default template in flow for this gives you the guid but I wanted to get the created by names of the employees along with the accounts.


 

View solution in original post

32 REPLIES 32
clubinski
Level: Powered On

Re: Apply to Each Multiple Email

screenshot-us.flow.microsoft.com-2019.05.24-09-07-08 (1).png

 

 

Here is a screenshot of my flow configuration.

 

 

Any help would be appreciated,

Thanks

 

Chris 

 


 

 

 


 

Dual Super User
Dual Super User

Re: Apply to Each Multiple Email

Hi, 

 

A few points to consider here: 

 

1. By putting the "Create a HTML Table" in the foreach loop, you are creating so many HTML tables and as the "Send Email" action depends on this, you are unable to move that action out of the loop. 

2. You can follow this: "Initialise an Array Variable outside of the loop" Inside the loop "Append to array variable", outside the loop, create a HTML table with custom headers and then finally send the email action with the output table. 

 

If this answers your query, please mark it as a solution.

 

Thanks,  

Dual Super User
Dual Super User

Re: Apply to Each Multiple Email

Just to add, so that it is convenient, here is how you can create the HTML table with custom headers from the array: 

1. Choose the Create HTML table action -> Select the array in the from option -> Set the Include Headers to yes -> Select the Columns as Custom -> In the first row, type the name of the header you want and in the value, type this expression -> @item()?[‘object name from array’]. (here, the object name from array corresponds to the logical name of the field that you are bringing in from Dynamics). 


@yashag2255 wrote:

Hi, 

 

A few points to consider here: 

 

1. By putting the "Create a HTML Table" in the foreach loop, you are creating so many HTML tables and as the "Send Email" action depends on this, you are unable to move that action out of the loop. 

2. You can follow this: "Initialise an Array Variable outside of the loop" Inside the loop "Append to array variable", outside the loop, create a HTML table with custom headers and then finally send the email action with the output table. 

 

If this answers your query, please mark it as a solution.

 

Thanks,  


 

Hope this solves you query. If it does, please mark it as a solution. 

 

Thanks, 

clubinski
Level: Powered On

Re: Apply to Each Multiple Email


@yashag2255 wrote:

Just to add, so that it is convenient, here is how you can create the HTML table with custom headers from the array: 

1. Choose the Create HTML table action -> Select the array in the from option -> Set the Include Headers to yes -> Select the Columns as Custom -> In the first row, type the name of the header you want and in the value, type this expression -> @item()?[‘object name from array’]. (here, the object name from array corresponds to the logical name of the field that you are bringing in from Dynamics). 


@yashag2255 wrote:

Hi, 

 

A few points to consider here: 

 

1. By putting the "Create a HTML Table" in the foreach loop, you are creating so many HTML tables and as the "Send Email" action depends on this, you are unable to move that action out of the loop. 

2. You can follow this: "Initialise an Array Variable outside of the loop" Inside the loop "Append to array variable", outside the loop, create a HTML table with custom headers and then finally send the email action with the output table. 

 

If this answers your query, please mark it as a solution.

 

Thanks,  


 

Hope this solves you query. If it does, please mark it as a solution. 

 

Thanks, 


@yashag2255   

 

I added the initialize variable outside before the For Each Loop. Then in the For Each loop added the Append to array variable.

 

From there I created the HTML table, but the issue is the columns "Account Name" is not displaying. That is What the "Get Record" was being used for.

 

 

Here is a picture of what I current have, I believe I may have something screwed up.

3.PNG

 

Please advise,

 

 

 

clubinski
Level: Powered On

Re: Apply to Each Multiple Email

@yashag2255

 

I believe the array intitalize and append is not right. I did that and added that expression to the table but the Action Name field does not display.

 

 

 

Dual Super User
Dual Super User

Re: Apply to Each Multiple Email

Hey! Over here, please check the Value field in Append to variable. You are pointing it to the variable itself, Instead, the value should point to the D365 record. 


@clubinski wrote:

@yashag2255 wrote:

Just to add, so that it is convenient, here is how you can create the HTML table with custom headers from the array: 

1. Choose the Create HTML table action -> Select the array in the from option -> Set the Include Headers to yes -> Select the Columns as Custom -> In the first row, type the name of the header you want and in the value, type this expression -> @item()?[‘object name from array’]. (here, the object name from array corresponds to the logical name of the field that you are bringing in from Dynamics). 


@yashag2255 wrote:

Hi, 

 

A few points to consider here: 

 

1. By putting the "Create a HTML Table" in the foreach loop, you are creating so many HTML tables and as the "Send Email" action depends on this, you are unable to move that action out of the loop. 

2. You can follow this: "Initialise an Array Variable outside of the loop" Inside the loop "Append to array variable", outside the loop, create a HTML table with custom headers and then finally send the email action with the output table. 

 

If this answers your query, please mark it as a solution.

 

Thanks,  


 

Hope this solves you query. If it does, please mark it as a solution. 

 

Thanks, 


@yashag2255   

 

I added the initialize variable outside before the For Each Loop. Then in the For Each loop added the Append to array variable.

 

From there I created the HTML table, but the issue is the columns "Account Name" is not displaying. That is What the "Get Record" was being used for.

 

 

Here is a picture of what I current have, I believe I may have something screwed up.

3.PNG

 

Please advise,

 

 

 


 

Dual Super User
Dual Super User

Re: Apply to Each Multiple Email

Also, please leave the value in the Initialise variable as blank.


@yashag2255 wrote:

Hey! Over here, please check the Value field in Append to variable. You are pointing it to the variable itself, Instead, the value should point to the D365 record. 


@clubinski wrote:

@yashag2255 wrote:

Just to add, so that it is convenient, here is how you can create the HTML table with custom headers from the array: 

1. Choose the Create HTML table action -> Select the array in the from option -> Set the Include Headers to yes -> Select the Columns as Custom -> In the first row, type the name of the header you want and in the value, type this expression -> @item()?[‘object name from array’]. (here, the object name from array corresponds to the logical name of the field that you are bringing in from Dynamics). 


@yashag2255 wrote:

Hi, 

 

A few points to consider here: 

 

1. By putting the "Create a HTML Table" in the foreach loop, you are creating so many HTML tables and as the "Send Email" action depends on this, you are unable to move that action out of the loop. 

2. You can follow this: "Initialise an Array Variable outside of the loop" Inside the loop "Append to array variable", outside the loop, create a HTML table with custom headers and then finally send the email action with the output table. 

 

If this answers your query, please mark it as a solution.

 

Thanks,  


 

Hope this solves you query. If it does, please mark it as a solution. 

 

Thanks, 


@yashag2255   

 

I added the initialize variable outside before the For Each Loop. Then in the For Each loop added the Append to array variable.

 

From there I created the HTML table, but the issue is the columns "Account Name" is not displaying. That is What the "Get Record" was being used for.

 

 

Here is a picture of what I current have, I believe I may have something screwed up.

3.PNG

 

Please advise,

 

 

 


 


 

Dual Super User
Dual Super User

Re: Apply to Each Multiple Email

I have tested this one and it works  in my environemnt. Kindly make the changes I have suggested. Can you please share the formula expression part of the flow (it somehow got cut off in the scereenshot)

 

Thanks,


@clubinski wrote:

@yashag2255

 

I believe the array intitalize and append is not right. I did that and added that expression to the table but the Action Name field does not display.

 

 

 


 

clubinski
Level: Powered On

Re: Apply to Each Multiple Email


@yashag2255 wrote:

I have tested this one and it works  in my environemnt. Kindly make the changes I have suggested. Can you please share the formula expression part of the flow (it somehow got cut off in the scereenshot)

 

Thanks,


@clubinski wrote:

@yashag2255

 

I believe the array intitalize and append is not right. I did that and added that expression to the table but the Action Name field does not display.

 

 

 


 


Added the changes as you advised.

 

Here is the error I receive when trying to save the flow

 

error.PNG

 

Here is the screenshot showing the layout for the HTML Table with your expression

 

 

Array4.PNG

Dual Super User
Dual Super User

Re: Apply to Each Multiple Email

Hey! Please replace "object name from Array" with the logical name of the dynamics field. This refers to the object names in the array that we are creating. 


@clubinski wrote:

@yashag2255 wrote:

I have tested this one and it works  in my environemnt. Kindly make the changes I have suggested. Can you please share the formula expression part of the flow (it somehow got cut off in the scereenshot)

 

Thanks,


@clubinski wrote:

@yashag2255

 

I believe the array intitalize and append is not right. I did that and added that expression to the table but the Action Name field does not display.

 

 

 


 


Added the changes as you advised.

 

Here is the error I receive when trying to save the flow

 

error.PNG

 

Here is the screenshot showing the layout for the HTML Table with your expression

 

 

Array4.PNG


 

clubinski
Level: Powered On

Re: Apply to Each Multiple Email


@yashag2255 wrote:

Hey! Please replace "object name from Array" with the logical name of the dynamics field. This refers to the object names in the array that we are creating. 


@clubinski wrote:

@yashag2255 wrote:

I have tested this one and it works  in my environemnt. Kindly make the changes I have suggested. Can you please share the formula expression part of the flow (it somehow got cut off in the scereenshot)

 

Thanks,


@clubinski wrote:

@yashag2255

 

I believe the array intitalize and append is not right. I did that and added that expression to the table but the Action Name field does not display.

 

 

 


 


Added the changes as you advised.

 

Here is the error I receive when trying to save the flow

 

error.PNG

 

Here is the screenshot showing the layout for the HTML Table with your expression

 

 

Array4.PNG


 


I have added the Logical Name for the field "Account Name" go to save and get the same error as sent before.

 

 

Array4.PNG

Dual Super User
Dual Super User

Re: Apply to Each Multiple Email

Hey! BTW, you could skip the array part and directly create the HTML table as shown in the screenshot (without using the loop). Account details can be directly accessed from the dynamics values. Kindly check and confirm if this is not the case with you (There might be a role based access control to directly access the record and in such case the array option is the best choice).

 

Thanks, 

lfmlf.png

clubinski
Level: Powered On

Re: Apply to Each Multiple Email

 have tested this but the issue is when you have "Account" selected it does not bring over the Account name for this field.

 

 


@yashag2255 wrote:

Hey! BTW, you could skip the array part and directly create the HTML table as shown in the screenshot (without using the loop). Account details can be directly accessed from the dynamics values. Kindly check and confirm if this is not the case with you (There might be a role based access control to directly access the record and in such case the array option is the best choice).

 

Thanks, 

lfmlf.png


 

Dual Super User
Dual Super User

Re: Apply to Each Multiple Email

Hey! Can you please do this:

1. In the fromula, can you get rid of the single quotes and retype them? For some reason flow is not recognising the ones that we are copying and pasting from the blog. It works well when you do it that way. Have a look at the screenshot attached. 

 

Thanks, 

xkh.png

clubinski
Level: Powered On

Re: Apply to Each Multiple Email

I tested this, was able to save but when i went to run the flow it failed.

 

Array4.PNG

 

Do i need to add the other columns i would like to have in the HTML table as well? Do i need to use that expression for each one?

 

 

 

Dual Super User
Dual Super User

Re: Apply to Each Multiple Email

Hey! Yes that is true. You will have to do it for all the columns (field names). I see that you put 'AccountName' in one of the values. Just so that you know, you have to use the logical names of these fields. for AccountName, the logical field name would be ('accountname'). Kindly check this on the D365 solution that you are trying to connect to. 

 

Thanks, 


@clubinski wrote:

I tested this, was able to save but when i went to run the flow it failed.

 

Array4.PNG

 

Do i need to add the other columns i would like to have in the HTML table as well? Do i need to use that expression for each one?

 

 

 


 

Dual Super User
Dual Super User

Re: Apply to Each Multiple Email

Also, I just noticed that you again added the Create HTML Table action inside a loop and this might have happened when you were selecting the value from the dynamic value selector. Remember, the values are already there in the array. You just have to create the custom headers and use the formula to map those fields. Also, verify the output table you are mapping to in the send email action. 

clubinski
Level: Powered On

Re: Apply to Each Multiple Email

Yes that was by accident it automatically changed to apply to each for.

 

I have this set up now,

screenshot-us.flow.microsoft.com-2019.05.24-12-32-37.png

 

 

 

 Im going to look at the other fields once i get the Account Name field working. It is still erroring out,

 

 

 

flow.PNG

 

Dual Super User
Dual Super User

Re: Apply to Each Multiple Email

Perfect! Do you have any more concerns with the flow? BTW, I have worked with Dynamics too. If you can share what it is that you are working on, I might be able to help you with it. 

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

Thanks, 

 

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